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市場調査レポート

オーストラリアにおける富裕層の資産配分

HNWI Asset Allocation in Australia 2016

発行 Wealthinsight 商品コード 232016
出版日 ページ情報 英文 54 Pages
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オーストラリアにおける富裕層の資産配分 HNWI Asset Allocation in Australia 2016
出版日: 2016年02月24日 ページ情報: 英文 54 Pages
概要

当レポートでは、オーストラリアにおける富裕層(HNWI)の資産配分動向について調査分析し、その政治的・経済的背景、富の状況をまとめ、富裕層の資産配分動向を提示するとともに、富裕層の流動資産、不動産、株式などへの投資動向などをまとめてお届けいたします。

第1章 イントロダクション

第2章 エグゼクティブサマリー

第3章 富裕部門の基礎情報

  • 富裕部門の政治的背景
  • 富裕部門の経済的背景
  • オーストラリアにおける富の状況に関するベンチマーク
    • 富の分配
  • 富裕層のボリュームと富の動向

第4章 オーストラリアの富裕層による投資の分析

  • 資産クラス別分析
    • 代替資産の動向
    • 「美術品・ワイン・車」の動向
    • 不動産投資動向
    • 現預金投資動向
    • 固定収入投資動向
    • 株式投資動向
    • 事業投資動向
  • 外国投資分析
    • 欧州
    • 北米
    • アジア太平洋
    • 中南米
    • 中東
    • アフリカ
  • 代替内訳:流動資産 vs 投資可能資産
  • オーストラリアにおける超富裕層の投資

第5章 付録

第6章 WealthInsightについて

図表

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目次
Product Code: WI0433MR

Summary

  • This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Australia.
  • The report focuses on HNWI performance between the end of 2011 and the end of 2015. This enables us to determine how well the country's HNWIs have performed through the crisis.

Scope

  • Independent market sizing of Australia HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2011 to 2015
  • HNWI volume and wealth forecasts to 2020
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Insights into the drivers of HNWI wealth

Reasons To Buy

  • The HNWI Asset Allocation in Australia 2016 is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the database comprises dossiers on over 60,000 HNWIs from around the world.
  • With the wealth report as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.
  • Report includes comprehensive forecasts to 2020.

Key Highlights

  • Real estate was the largest asset class for Australian HNWIs in 2015, accounting for 26.8% of total HNWI assets. This was followed by business interests with 24.8%, equities with 18.1%, cash and deposits with 11.8%, fixed-income with 11.2% and alternatives with 7.2%.
  • Equities, Business interests and real estate recorded growth during the review period, at respective rates of 35.7%, 29.8% and 29.4%.
  • Alternative assets held by Australian HNWIs increased from 8.2% to 7.2% between 2011 and 2015. HNWI allocations to commodities decreased from 4% to 2.4% of total assets during this period.
  • WealthInsight expects allocations in commodities to decline over the forecast period to reach 2.3% of total HNWI assets by 2019.
  • Australian HNWI liquid assets valued US$406 billion as of 2014, representing 41.1% of total wealth holdings.

Table of Contents

1. Introduction

  • 1.1. Details of this Report
  • 1.2. Definitions

2. Executive Summary

3. Australia Key Facts

4. Distribution of Wealth in Australia

  • 4.1. HNWI Volume and Wealth Trends

5. Analysis of Australian HNWI Investments

  • 5.1. Analysis by Asset Class
    • 5.1.1. Trends in alternative assets
    • 5.1.2. Trends in 'art, wine and wheels'
    • 5.1.3. Trends of investment in real estate
    • 5.1.4. Trends of investment in cash and deposits
    • 5.1.5. Trends of investment in fixed-income
    • 5.1.6. Investment trends in equity
    • 5.1.7. Investments trends in business interests
  • 5.2. Analysis of Foreign Investments
    • 5.2.1. Investments in Europe
    • 5.2.2. Investments in North America (including the US, Mexico and the Caribbean)
    • 5.2.3. Investments in Asia-Pacific
    • 5.2.4. Investments in South America
    • 5.2.5. Investments in the Middle East
    • 5.2.6. Investments in Africa
  • 5.3. Alternative Breakdown: Liquid vs Investable Assets
  • 5.4. Analysis of Australian UHNWI Investments

6. Key Drivers

  • 6.1. AUD-US$ Exchange Rate
  • 6.2. Real GDP Growth
  • 6.3. Per Capita GDP
  • 6.4. Domestic Market Capitalization
  • 6.5. Commodity Index
  • 6.6. Foreign Direct Investment (FDI) - Inflows and Outflows
  • 6.7. Inflation
  • 6.8. Interest Rate
  • 6.9. Balance of Payments
  • 6.1. Government Debt
  • 6.11. Stock Market Performance
  • 6.12. Wealth Breakdowns

7. About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: Australian HNWIs - Assets Allocations (%), 2011-2020
  • Table 3: Australian HNWIs - Holdings Growth (%), 2011-2020
  • Table 4: Australian HNWIs - Alternative Asset Composition (%), 2011-2020
  • Table 5: Australian HNWIs - Trends of Investments in Alternative Assets (%), 2011-2020
  • Table 6: Australian Trends in 'Art, Wine and Wheels', 2011-2015
  • Table 7: Global Prime Real Estate Prices per m2 (US$), 2015
  • Table 8: Australian HNWIs - Foreign Investment Allocations (%), 2011-2020
  • Table 9: Australian HNWIs - Liquidity Breakdown (US$ Billion), 2011-2020
  • Table 10: Australian HNWIs - Liquidity Breakdown (%), 2011-2020
  • Table 11: Australian UHNWIs - Allocations and Share of HNWI Assets (%), 2015
  • Table 12: Australian Exchange Rate - AUD-US$ Exchange Rate, 2011-2020
  • Table 13: Australian Real GDP Growth (%), 2011-2020
  • Table 14: Australian GDP per Capita (US$), 2011-2020
  • Table 15: Australian Domestic Market Capitalization (US$ Billion), 2011-2015
  • Table 16: Australian Commodity Indices, 2011-2020
  • Table 17: Australian Foreign Direct Investment (US$ Billion), 2011-2020
  • Table 18: Australian Inflation Rate (%), 2011-2020
  • Table 19: Australian Money Market Rate (%), 2011-2020
  • Table 20: Australian Balance of Payments (US$ Billion), 2011-2015
  • Table 21: Australian Government Debt as a Percentage of GDP (%), 2011-2020
  • Table 22: Australian Stock Market Performance (Index), 2011-2015
  • Table 23: Australian HNWI Wealth vs. GDP Ratio (%), 2011-2020
  • Table 24: Australia - Appendix One
  • Table 25: Australia - Appendix Two

List of Figures

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: Map of Australia
  • Figure 3: Australian Asset Price Performance (%), 2011-2015
  • Figure 4: Australian HNWI Performance (US$ Billion and HNWI Volume), 2011-2020
  • Figure 5: Australian vs Global HNWIs (%), 2011-2015
  • Figure 6: Australian HNWs - Asset Class Composition (%), 2011-2020
  • Figure 7: Australian HNWIs - Trends in Alternative Assets (US$ Billion), 2011-2020
  • Figure 8: Australian Trends in 'Art, Wine and Wheels', 2011-2015
  • Figure 9: Australian HNWIs - Foreign Investment Allocation and Growth (%), 2015
  • Figure 10: Australian HNWIs - Global Distribution of Foreign Investments (%), 2011-2020
  • Figure 11: Australian HNWIs - Liquidity Breakdown (%), 2011-2020
  • Figure 12: Australian UHNWIs - Asset Class Composition (%), 2011-2020
  • Figure 13: Australian Exchange Rate - AUD-US$, 2011-2020
  • Figure 14: Australian Real GDP Growth (%), 2011-2020
  • Figure 15: Australian GDP per Capita (US$), 2011-2020
  • Figure 16: Australian Domestic Market Capitalization (US$ Billion), 2011-2015
  • Figure 17: Australian Commodity Indices, 2011-2020
  • Figure 18: Australian Foreign Direct Investment (US$ Billion), 2011-2020
  • Figure 19: Australian Inflation Rate (%), 2011-2020
  • Figure 20: Australian Money Market Rate (%), 2011-2020
  • Figure 21: Australian Balance of Payments (US$ Billion), 2011-2015
  • Figure 22: Australian Government Debt as a Percentage of GDP (%), 2011-2020
  • Figure 23: Australian Stock Market Performance (Index), 2011-2015
  • Figure 24: Australian HNWI Wealth vs GDP Ratio (%), 2011-2020
  • Figure 25: Australian HNWIs - Volume by Wealth Band, 2011-2020
  • Figure 26: Australian HNWIs - Wealth by Wealth Band (US$ Billion), 2011-2020
  • Figure 27: Australian HNWIs - Wealth per Capita (US$ Million), 2011-2020
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